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PipelineDeals vs monday sales CRM

Last Updated: November 18th, 2024

Our analysts compared PipelineDeals vs monday sales CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Designed to serve small and midsize businesses, PipelineDeals is equipped with sales-focused features, enabling sales teams to automate redundant tasks and nurture relationships with customers. With an intuitive user interface, it helps set up scalable processes, resulting in improved productivity and increased profitability.

Deal management and sales acceleration tools expedite the sales cycle, and help set and track targets. A sales dashboard offers a 360-degree view of performance status, while lead management capabilities help streamline lead generation and nurturing. Customizations ensure enhanced experience and expanded functionality.

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

$29 Annual, monthly, quote-based

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Tailored to your specific needs

$12/User, Monthly, Freemium

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

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Medium

Large

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Mac

Linux

Android

Chromebook

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Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

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Documentation

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Videos

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Phone

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Knowledge Base

24/7 Live Support

Phone

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Forum

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24/7 Live Support

Product Insights

Improves Business Outcomes: Get detailed visibility into customer accounts to nurture relationships, recognize upsell opportunities and grow business. Also, manage project details, key deliverables, deadlines and milestones.
Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing.
Grants Full Pipeline Control: Track multiple sales workflows accurately, gain control of pipelines with visual reporting, track each deal's progress and view activities in real time using a visual sales pipeline. Map, record and see every stage of a sale using these details.
Streamlines Lead Management: Gain efficiency by having all the information required to track the progress of each lead. Facilitate better communication, faster responses, sharing of real-time updates with team members and customizable status tracking.
Optimizes Selling: Maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. Make informed business decisions with this visibility.
Enables Efficient Sales Processes: Guide sales reps and set objectives for them using team management tools. Eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team.

Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.

Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. It’s also possible to share progress reports across teams as leads move through the pipeline leading to closed deals.
Reporting: Actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members and lead types bring in the most revenue, as well as the success of business deals over the lifecycle. Track team performance, types of deals acquired and custom data points.
Email Sync: Save time and streamline workflows by managing emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on.
Mobile App: Manage sales pipeline while on the go using Android and iOS apps. Sales-focused features include:

Smart search
Talk-to-text records
Real-time notifications
Tasks and calendars
One-click activity notes
A mobile business card scanner
Nearby geolocation

SuperShare: Enhance productivity and enable faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Grant access and share deals with outside partners.
Customization: Boost the sales process by customizing details based on unique business needs. Customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match company branding.
Integrations: Integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more.

Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities.
Email: Manage email communications within the system by syncing with Gmail and Outlook.
- Set up automated alerts to receive notifications when a prospect opens or replies to emails.
- Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information.
- Automatically save all emails as drafts to prevent data loss.
Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee.
Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system.
Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
- Set up automated reminders for upcoming deadlines.
- Automatically route leads to the right sales rep.
- Instantly receive notifications after task completion.
- Automatically send emails on the due date.
Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub.
Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space.
- Communicate directly on files and tasks to speed up work and avoid constant back and forth.
- Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.
- Secure data by setting up user access and permissions.
- Automate project workflows to keep everyone in the loop.
- Plan projects and centralize communication via kanban boards and Gantt charts.
Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results.

Product Ranking

#36

among all
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#54

among all
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Analyst Rating Summary

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User Sentiment Summary

87%

of users recommend this product

PipelineDeals has a 'great' User Satisfaction Rating of 87% when considering 1475 user reviews from 5 recognized software review sites.

92%

of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

5.0 (14)

n/a

4.3 (842)

4.6 (768)

4.4 (605)

4.7 (390)

4.0 (1)

4.1 (7)

3.5 (13)

4.2 (131)

Awards

Synopsis of User Ratings and Reviews

Ease of Use: The system is simple to navigate and user-friendly, as observed by 97% of reviewers who mention usability.

Organized Data: According to 95% of reviewers who talk about this feature, it’s easy to look for information about deals, companies, clients and more very quickly in a centralized place.

Deal Management: This feature helps organize deals, track clients, make notes, manage priorities, and offers immediate view of deal status and reminders for timely follow-up, as observed by every user referencing it.

Customization: It’s easy to customize, according to more than 85% of reviewers who talk about this feature.

Customer Support: The support team is helpful and responds quickly, according to 92% of reviewers mentioning the aspect.

Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.

Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.

Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.

Technical Glitches: Every user mentioning this aspect noted the platform has issues with contact deletion, sifting through older notes and more.

Interface: The interface is unappealing and needs improvement, as noted by 75% of reviewers.

Search: Every user referencing search felt the process isn’t effective, as accurate results aren’t displayed even when using exact titles.

Slow Loading: Every user talking about this aspect noted the system becomes slow or tends to hang at times, such as when switching pages.

Lags: Users mentioned that the system would occasionally lag and load slowly.

Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.

Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.

Equipped with sales-focused features, PipelineDeals enables sales teams to automate redundant tasks and nurture relationships with customers. The system is easy to navigate and customize, and the support team is very responsive, as noted by most reviewers. It also helps manage deals and client information efficiently. However, it suffers from technical glitches, and tends to hang at times. Reviews also observed that the search process isn’t accurate and that the interface needs improvement. Overall, the system is a good fit for small and mid-sized businesses looking for efficient deal management.

monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

Screenshots

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